Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
Associate, Client Solutions
Work Arrangement:
Hybrid: Employees work from HL Sweden office Monday – Thursday
The Opportunity:
Join the Client Solutions Team at Hamilton Lane as an Associate and contribute to the development of the firm’s business in the Nordics. The Associate will assist in providing support to Hamilton Lane’s clients and to business development aspects related to the management of our institutional and private wealth prospect relationships in the Nordics, working directly with and supporting the Head of Nordics and Vice President, Client Solutions.
Your responsibilities will be to:
Act as internal support for various sales and client related activities including:
- Maintaining sales activities and new business pipeline in the CRM
- Managing the coordination efforts for presentations and meetings with prospects and clients, including follow up data.
- Assisting in the creation of presentation materials
- Attend and document virtual and in person prospect / client meetings and onsites
- Help organise investment road shows and events in conjunction with client solutions and events teams
- Monitor periodicals to identify published searches for new business opportunities
- Assist the RFP team in reviewing, editing, and submitting of RFPs,
- Work directly with other representatives throughout the firm to ensure excellent level of client service
- Collect and analyze data related to prospective client proposals and report trends and findings to senior management. This includes but is not limited to: Activity, Sales Reporting, Pipeline Management, Pricing, Marketing, Fundraising Updates
- Collect and analyze intel on competitors and create deliverables to the business development and product managers
- Other sales-related projects as necessary
- Support HL’s strategic business plans for the Nordics with the goal of growing partnerships and contribute to generating revenues.
- Support the firm’s intermediary relationships including client outreach and engagement, follow ups and client service-related initiatives.
- Develop and grow your investment and private markets knowledge to help position Hamilton Lane Funds in the market.
- As the role is based in a small regional office, the expectation is to offer support to both the sales activity but also to the client management activity for HL Sweden’s local clients.
Your background will include:
Must-haves:
- Bachelor’s degree preferred
- 3-5 years’ postgraduate experience in financial services
- Experience in Private Markets and/or PW Management a plus (not essential)
- Excellent communication skills (written and verbal) in Swedish and in English
- Good understanding of capital structures, different financial instruments and basic portfolio construction preferable
- Strong quantitative/analytical skills (data analysis, numerical skills, problem solving etc.)
- Strong proficiency with Microsoft Office programs essential (Outlook, Word, Excel, Power Point)
- Exceptional organization, priority management, strong attention to details, ability to multi-task, and work across time zones
- Desire to work as part of a high performing team with a strong focus on client needs
- Collaborative approach
- Ability to exercise discretion and maintain confidentiality
- Resourcefulness; Self-starter approach, entrepreneurial and competitive disposition
Nice-to-haves:
- Prior knowledge of private markets
- Investment experience
Travel Requirements: The candidate is expected to travel from time to time, mostly within the Nordics to attend client and / or prospect meetings. Also expected to travel to HL London office about twice a year.
Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
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What We Do
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
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